set-up-my-books

set-up-my-books is a skill for Claude Code, Codex from akiotanaka847/qaio-desktop. It costs 107 tokens per session (2,373 once invoked), scanned A, original, MIT.

A one-time interview and bookkeeping brief that records how your company keeps its accounts. It covers the company entity, fiscal year, cash or accrual method, accounts, payroll, revenue model, investors, and tax preparer.

In plain words
What is it for?
Use it to set up bookkeeping from scratch, update accounting context after a change, or capture starting balances from your previous accountant.
Why use it?
It gives other bookkeeping tasks the context they need and prevents them from working with missing or inconsistent assumptions. It can also record starting balances, called an opening trial balance.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: installed under .agents/ (shared by several agents).

Good fit Use it to set up bookkeeping from scratch, update accounting context after a change, or capture starting balances from your previous accountant.

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Install with agentmods
npx agentmods add skills/akiotanaka847/qaio-desktop/set-up-my-books
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add akiotanaka847/qaio-desktop --skill set-up-my-books
Clone the repo
git clone --depth 1 https://github.com/akiotanaka847/qaio-desktop

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for set-up-my-books

README.md
[![agentmods](https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/set-up-my-books/github.svg)](https://agentmods.dev/skills/akiotanaka847/qaio-desktop/set-up-my-books)
Your own site
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/set-up-my-books"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/set-up-my-books/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for set-up-my-books

Your own site · 80×15
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/set-up-my-books"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/set-up-my-books.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 107 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,373 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00107 $0.02373
Opus 5 $0.00053 $0.01187
Sonnet 5 $0.00021 $0.00475
Haiku 4.5 $0.00011 $0.00237

Measured 12d ago against content hash 43c2cbbff6bf, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

set-up-my-books scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

store/agents/bookkeeping/.agents/skills/set-up-my-books/SKILL.md · 105 lines

How it starts

The opening of the file, as written. The whole thing — 105 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Set Up My Books

The one-time founder interview that anchors every other thing I do. I write your bookkeeping brief — entity type, fiscal year, cash vs. accrual, bank accounts, payroll, revenue model, investor cadence, tax preparer — and capture an opening trial balance if you have one. Every other skill reads the brief first and refuses substantive work without it.

Drafts and facts only: I never file, post to your general ledger, or connect to a bank from this skill.

When to use

  • "set up the books" / "onboard us" / "draft the bookkeeping brief".
  • "update the bookkeeping context" / "our fiscal year changed" / "we switched to accrual in June".
  • mode=opening-balances - "capture our opening trial balance" / "load our starting balances from this spreadsheet" / "book the opening trial balance from our prior accountant".
  • Called implicitly by another skill that needs the brief and finds it missing - only after confirming inline with you.

Connections I need

I run external work through Composio. Before this skill runs I check that the categories below are linked. Missing → I name the category, ask you to connect it from the Integrations tab, stop.

  • Stripe (billing) — optional, lets me confirm your revenue model and contract source automatically.
  • Bank feed (Plaid-backed banking) — optional, fastest way to register your bank accounts and credit cards.

This skill is mostly an interview, so no connection blocks the run. Connections just save you from typing things out.

Information I need

I read your bookkeeping context first. For every required field that's missing I ask ONE plain-language question (best modality: connected app > file drop > URL > paste) and wait.

  • Company basics: legal name, entity type, state, EIN, fiscal year end, stage, industry — Required. Why: shapes equity section, fiscal calendar, and tax footprint. If missing I ask each in turn, one at a time, e.g. "What's the company's legal name on the filing paperwork?"
  • Cash vs. accrual accounting — Required. Why: drives whether I include accruals, deferred revenue, and prepaid amortization. If missing I ask: "Are we keeping the books on cash or on accrual? If you switched mid-year, when did the switch happen?"
  • Bank accounts, credit cards, and payment processors — Required. Why: every account I track needs a name, last 4 digits, and bank. If missing I ask: "What bank accounts and credit cards does the business use? Connecting your bank feed is easiest."
  • Payroll provider and team size — Required if you have employees. Why: drives accrued payroll and stock-comp lines. If missing I ask: "Who runs payroll, Gusto, Rippling, Justworks, someone else, or no employees yet? And roughly how many people are on the team?"
  • Revenue model — Required. Why: subscription, usage, services, or mix changes which revenue lines exist. If missing I ask: "How does the business make money, recurring subscriptions, usage-based, services, or a mix?"
  • Tax preparer name and email — Optional. Why: drops automatically into year-end tax handoffs. If you don't have one yet I keep going and ask later.
  • An opening trial balance, in mode=opening-balances — Required for that mode. Why: anchors every balance sheet number going forward. If missing I ask: "Do you have a closing trial balance from your prior books or accountant? Drop it as a spreadsheet or CSV with account code, name, debit, and credit."

Read the full file on GitHub · 105 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 105 lines · 107 tokens per session scan A 43c2cbbff6bf

Subscribe to this mod's changes

set-up-my-books is a skill published in the GitHub repository akiotanaka847/qaio-desktop (2 stars, last pushed 8d ago), licensed MIT. It adds 107 tokens to every session and 2,373 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.